CRM highlights for December
  • Salesforce Sales Cloud 
     6

    Cloud-based CRM & sales automation

    Small Business solutions from the worldwide leader in CRM. No software to install. It's simple and quick! Built on the Salesforce1 Platform, Sales Cloud connects the next generation of apps, devices, and customers. It’s an instant connection to your leads, contacts, accounts, and critical business information. It’s everything you need to close deals quicker. Wherever you are. Whenever you want. On any device. Salesforce, combined with your custom apps and AppExchange mobile apps, turns your mobile device into a portable sales office. You can log calls, respond to hot leads, work opportunities, or check dashboards no matter where you are. And collaborate across teams, from anywhere

    Learn more about Salesforce Sales Cloud →


  • Zoho CRM 
     10

    Flexible CRM for Small Business

    Zoho CRM is a web-based CRM application, which gives you a 360-degree view of your sales, marketing, inventory, customer support and more. Additionally, Zoho CRM offers integration with E-mail, MS Office and Outlook and Google Apps. Your data is kept as safe as any bank. At present, Zoho CRM has ~250,000 users and counting.

    Learn more about Zoho CRM →


  • Insightly 
     27

    Online CRM app for Small Businesses

    Insightly provides customer relationship and project management software to small businesses worldwide. More than 650,000 users in 200 countries leverage Insightly’s cloud-based application to manage customer transactions, interactions, leads, proposals, opportunities and projects from any device at any time. Insightly’s web application allows businesses to start using CRM with just an email address and a web browser. In addition, Insightly for Google Apps is the number one CRM application in the Google Apps marketplace.

    Learn more about Insightly →


  • Infusionsoft 
     9

    Grow Sales. Save Time. Get Organized.

    Infusionsoft is the only all-in-one sales and marketing automation software for small businesses that combines CRM, email marketing and e-commerce. Over 23,000 small business owners use Infusionsoft to get organized, save time and grow sales. See why!

    Learn more about Infusionsoft →


  • Pipedrive 
     15

    CRM built by salespeople, for salespeople

    Pipedrive is a simple, yet powerful sales pipeline management tool loved by small and medium sized sales teams. It's built hand-in-hand by hardcore salespeople and ex-Skypers. Pipedrive organizes leads in a way you'll always have a great overview of sales, and makes you focus on the important deals first. Setting up an account takes a minute. Pipedrive helps you get super-organized: ★ Simple and effective sales pipeline management ★ Helps you focus on the right deals. ★ So easy to use that salespeople love it. ★ Use on computer or mobile. ★ Integrates with Google Contacts, Google Calendar and other Google apps.

    Learn more about Pipedrive →


  • RelateIQ 
     63

    Relationship Intelligence

    RelateIQ automates, simplifies, and deepens the way you engage with professional relationships. Whether you are managing a sales pipeline or tracking deals to closure, RelateIQ provides tools and insights to increase your effectiveness. It automatically tracks and analyzes the day-to-day interactions that drive relationships in business development, sales, and more, using data and algorithms to make you better at your job.

    Learn more about RelateIQ →


  • NetSuite CRM+ 
     2

    Grow Your Company with Customer-centric CRM Software in the Cloud

    NetSuite CRM+ software is the only cloud CRM system to provide complete customer lifecycle management, supporting lead generation through to opportunity creation, order processing, fulfillment, renewal, upsell, and cross-sell. It is used by over 16,000 organizations worldwide. According to Nucleus Research, customers deploying NetSuite increase sales productivity by 12.5% due to the system’s more complete approach to CRM that provides a true 360 degree view of the customer. Improve customer satisfaction, revenue, and marketing ROI with NetSuite CRM+. NetSuite CRM+ delivers powerful customer relationship management (CRM) capabilities, including sales force automation (SFA), marketing automation, customer support and service, and flexible customization, all in a web-based CRM application. NetSuite CRM+ also includes order management, sales forecasting, partner management, and marketing effectiveness capabilities.

    Learn more about NetSuite CRM+ →


  • Salesformics

    Simple CRM and all-inclusive marketing automation for everyone

    "As easy to use as a search engine" Salesformics is an all-in-one customer relationship manager (CRM), sales and marketing automation solution that is designed and priced for small and medium-sized businesses. It is the only solution of this kind designed to get you up and running in minutes, not after days of training. Manage leads, accounts and opportunities. Automate sales and marketing processes. Leverage social media and marketing channels. Salesformics integrates with Twitter, LinkedIn, Buffer, Constant Contact, Evenbrite, Dropbox, Campaign Monitor and more.

    Learn more about Salesformics →


  • Desk.com 
     18

    Online customer service software

    Desk.com's all-in-one support app has everything fast-growing business need to provide fast, awesome customer service. It's easy to get up and running, and you can see all of your cases in one place and engage with customers across all channels in one easy-to-use desktop.

    Learn more about Desk.com →


  • Kickserv 
     10

    Field Service Management online CRM

    Kickserv is a web-based CRM application for the field service industry which is easy-to-use. Our solution offers customer relationship management (CRM), scheduling, estimates, shared calendar management, mobile access, invoicing, dispatching, and more. Kickserv also synchronizes to QuickBooks Desktop and Online so you don't have to do double entry which is saving you time and MONEY. Ideal for Plumbers, HVAC, Computer Repair, Electricians, Handyman, Carpet Cleaning, Landscaping & Lawn Care, Maid Service, Pest Control, and many more industries!

    Learn more about Kickserv →


  • Pipeliner CRM 
     9

    CRM Software for Apps, Windows & Mac

    ★ Pipeliner is a fresh new way to look at the traditional sales pipeline. Built by professional salespeople for professional salespeople, Pipeliner uses a proprietary visual tool that engages salespeople with their prospects and customers and prioritizes the activities that help salespeople close deals. ★ We created an eye-catching, customizable representation of your pipeline -- because, A picture of your sales target is worth 1,000 spreadsheets. ★ Your sales team works together -- no one person on the team is an island. So why buy into a CRM that forces everyone into data-entry hell? We bring the insight of your entire team to the forefront for collaborative success. ★ Many CRM's fail at the most crucial aspect of the job: Providing a better sales process. With Pipeliner CRM, your team gets more organized, wins more deals and you reduce risk (while improving forecasts) -- All critical factors in your CRM investment!

    Learn more about Pipeliner CRM →


  • ActiveCampaign 
     4

    Email Marketing + Marketing Automation + CRM/Sales Automation

    Send newsletters, manage contacts, and automate your marketing. ActiveCampaign helps over 100,000 businesses grow with email marketing & marketing automation. Send newsletters, setup automated campaign sequences, automate sales processes, and more. Learn why thousands are ditching their current email marketing & marketing automation providers.

    Learn more about ActiveCampaign →


  • HarmonyPSA 
     2

    Complete professional services automation package.

    HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform available from the cloud on any device. Gain valuable insight With all the functionality you need in one place you’ll have the visibility to see what’s going on at the highest level and make more informed decisions. Increase billing With integrated time tracking systems and streamlined, automated billing you can bill more quickly and accurately. Contract management functionality eliminates revenue leakage and so improves profitability. Grow sales Convert more of your sales pipeline using our campaign management tools. Maintain and grow your existing customer base by providing exceptional customer service. Streamline operations Defined workflow processes will ensure that work gets done the way you want it to, every time, saving time and resources

    Learn more about HarmonyPSA →


  • ManageEngine SupportCenter Plus 
     1

    Web based customer support

    SupportCenter Plus is a web-based CRM application and customer support tool that lets organizations effectively manage customer tickets, their account & contact information, the service contracts and in the process providing a superior customer experience. It enables you to manage multiple service contracts and related support plans to service your customers on time and bill accordingly. The self-service portal and allow your customers to submit tickets, track them, search the knowledge base and run reports.

    Learn more about ManageEngine SupportCenter Plus →


  • PHC CRM FX 
     1

    Creating leads and keeping customers happy.

    With PHC CRM FX a simple to use monitor allows you to track your ‘to-do’ list and “hot” deals. Imagine all the answers delivered at the right moment. Be a frontrunner with the best CRM practices.

    Learn more about PHC CRM FX →


  • Hatchbuck

    SMB sales and marketing software

    Hatchbuck is an all-in-one sales and marketing software for small businesses. Our simple CRM, email marketing and marketing automation tools help smaller companies to stay organized, save time and boost sales. Hatchbuck includes everything you need to capture new contacts that visit your website, segment and nurture prospects, increase engagement and convert more opportunities into customers. Check out a live demonstration to see first hand how Hatchbuck can help your small business grow.

    Learn more about Hatchbuck →


  • Function Point Productivity Software

    project management made simple

    Function Point Productivity Software is the leading all-in-one project management solution to specially designed for ad agencies, design studios and internal marketing departments looking to streamline their business.

    Learn more about Function Point Productivity Software →


  • Zoho Contact Manager

    Online contact management software

    All Business Contacts in One Place. Zoho ContactManager lets you keep all your business contacts in a centralized place. A Unified View of Your Interactions. Tasks, meeting, notes and all you need to know about your contacts is available in one place. Follow-up and Get Things Done Share best practices with your team, do the right set of follow-up activities and get things done. Easily Distribute Tasks to Your Team. Assign, pioritize, track to-do items, plan follow-up activities accordingly. Access Info from Your Phone Instantly access your contact's phone number, email address, notes and much more.

    Learn more about Zoho Contact Manager →



  • WORK[etc] CRM 
     33

    All-in-one business management system. CRM + Social + Projects + Billing

    No one in your business is an island. Your sales team works with the back office team. Billing follows up issues with support and your project team is forever collaborating with contractors and customers. So why buy into a CRM that just does, well... CRM? You need more than CRM. You need a total business management solution. WORK[etc] is an "all-in-one" business management platform for growing businesses that includes CRM, project management, billing, help desk, customer portal, social media and more. Manage a lead, issue a quote, deliver the project, ship the product, bill the customer and solve issues all from the one integrated cloud-computing platform. ★ CRM + Projects + Social + Billing ★ ★ Web, iOS and Android Apps ★ ★ Outlook and Gmail Plugins ★ ★ QuickBooks Online and Xero integrations ★ Advanced features include: ★ Email marketing, web forms & reporting ★ Customer portals & discussions

    Learn more about WORK[etc] CRM →


  • QCommission 
     29

     

    QCommission is a powerful, flexible sales commission software. It calculates your sales people's compensation, accurately, quickly and professionally. QCommission is integrated with salesforce & QuickBooks but can also operate stand alone. It is suitable for all industries starting from 1 payee to hundreds. QCommission handles all the commission calculations for a company • Unique plans by reps • Split commission for multiple reps • Overrides for managers • Varying commission rates by products or customers • Varying commission rates by quota or attainment • Commissions based on gross profit • Commissions based on paid invoices versus regular invoices • Managing draw balances • Managing adjustments • Access commission statements via email or web portal

    Learn more about QCommission →


  • Contactually 
     17

    A CRM that you'll actually enjoy using

    Contactually is a CRM software you'll actually want to use, and the perfect way to make sure you stay in touch with the most important people in your network. By automatically aggregating key information from across different email accounts, social networks, and more, Contactually is able to do far more than a typical CRM — like identify who you should contact next, and even help you figure out what to say. Your everyday network is more valuable than you probably realize. Using Contactually is a fun, easy way to get the most from it without having to change the way you work.

    Learn more about Contactually →


  • PayPanther Online CRM Software 
     16

    All-in-one CRM, Invoicing, Time Tracking, & Project Management

    PayPanther is a web-based software that combines CRM, invoicing, time tracking, and project management all in one. With an easy to use interface and our "Panther-fast support", PayPanther will help you organize your business, keep track of your clients, and help you get paid on time. Deeply integrated with PayPal, Stripe, Authorize.net, Gmail, and more. Try a 30 day unlimited free trial today (no credit card required).

    Learn more about PayPanther Online CRM Software →


  • Apptivo CRM 
     22

    Business apps right at your fingertips!

    The CRM App allows you to create and manage customer accounts for your organization. Each account can be associated with other records such as Contacts and Opportunities. Creating an Account allows you to enter and store any client’s or organization’s account information such as contact info, website, annual revenue‚ address‚ No. of employees‚ market etc. for easy retrieval. You can also communicate directly with your customers from within the app. We understand it is difficult to properly manage customer accounts when you are a business dealing with customers all over the country, or even the world. This is why Apptivo allows you to define your company territories, markets, and their market segments; each of these properties can then be used to search and sort your customer accounts by. Not only are you able to define who is buying your product, and where; but you can also define the industry that this Account belongs to, all in one place!

    Learn more about Apptivo CRM →


  • Commence Online CRM  
     15

    Online CRM for Small to Mid-Size Businesses

    An affordable robust On Line CRM Software solution for businesses of 5 to 200 users that includes Contact Management, Activity Management, Sales Management, Lead Management, Marketing, Customer Service, Project Management and Reporting. Cloud based use with Mac, PC or Tablet. Fully integrated with E-Mail clients MS Outlook, GMail, Yahoo, Mac mail and others. Offline access via any mobile device. Even has internal chat feature. * Top Rated Award Winning Software * #1 Alternative to Higher Price Programs - Microsoft CRM & SF.COM. * More than Two Decades of Industry Relationships * Several Thousand Customers around the World "The Most Trusted Name in CRM"

    Learn more about Commence Online CRM →


  • Booker 
     23

    Online booking management software

    Booker is an all-in-one business management platform that gives you the power to run your business anytime, anywhere. We make it easy to access your business 24/7 from a computer, tablet, or smartphone. We also make it easy for your customers to book appointments and classes—even after business hours—from your website, social accounts, or mobile app. Our expertise in cloud-based business management makes us the safe, reliable choice.

    Learn more about Booker →


Key Features & Benefits

  • Customer data management
  • Customer support and service
  • Lead management and marketing campaign tools
  • Client interaction tracking and recording
  • Team communication, collaboration and file sharing tools
  • Key sales insights and reporting tools
  • Staff performance and productivity monitoring

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CRM Reviews


Arthur Cronos reviewed

Pipedrive

"Pipedrive works."

  7th of October


Megan Thornberry reviewed

Booker

"Has been great for our business"

  26th of September


Lauren Rogers reviewed

Pipeliner CRM

"Haven't found any cons yet!"

  24th of September


Ron Johnson reviewed

Contactually

"I"

  29th of July


Thomas Lawler reviewed

WORK[etc] CRM

"Brings Everyone On The Team Together"

  2nd of June


Angelina Kusuma reviewed

PayPanther Online CRM Software

"Project management made easy"

  1st of June


Alex Agostini reviewed

Insightly

"Poor Understanding of how People Use CRM but some cool features."

  21st of May


Maurice D. Williams, MS reviewed

Infusionsoft

"Infusionsoft Rocks!"

  14th of May


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What is CRM Software?

CRM software helps to improve the quality of the relationship between a company and its clients by automating a range of customer-focused processes and providing insights into these activities. The traditional goal of customer relationship management software is to automate the process of recording and storing customer information, providing one point of access for all team members.

However, as these applications have become more popular they have grown to be become vital tools for sales teams in managing their daily activities.

CRM applications are not only used to keep track of customer interactions, but also those of vendors, partners and suppliers. This helps sales teams and other customer-focused members improve the experience of their customers. Features that help with this include conversation and interaction tracking, allowing you to follow the progress of leads through the sales cycle.

The majority of CRM solutions not only offer customer data storage, but also include sales and marketing features, such as lead management, competitor analysis and team collaboration tools.

CRM software removes the need for teams to keep separate spreadsheets, files and folders by consolidating customer data, interactions, notes, billing, invoicing and account history into one easily accessible user interface. Many applications now also link social media profiles to customer profiles.

Having all this client information in one place bridges the gap between departments, improving the overall performance of all teams. This also helps teams to avoid doubling up on work and ensures your most important clients receive the right amount of attention.

Many CRM applications also include features for performance and productivity monitoring and will generate reporting based on key insights and analytics. This helps you identify issues and opportunities that may otherwise go unnoticed.

Key Features & Benefits

  • Customer data management
  • Customer support and service
  • Lead management and marketing campaign tools
  • Client interaction tracking and recording
  • Team communication, collaboration and file sharing tools
  • Key sales insights and reporting tools
  • Staff performance and productivity monitoring

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